… Gartner has lifted the short-term outlook for AI models to 110 per cent growth in 2026, adding $6 billion in spending for the year. The outfit forecasts AI services spending will rise from $436.35 billion in 2025 to $585.53 billion in 2026, then $759.42 billion in 2027. …
… AMD chief executive Lisa Su told investors that AMD now expects 35 per cent growth in the server CPU market during the next three to five years. That is up from the 18 per cent growth forecast the company gave in November. …
… They show demand forecasts across different AI chip types, with the company expecting CPU demand to grow. For fiscal 2026, ending in March 2027, Ibiden now expects 330 billion yen €1.78 billion in electronics segment sales. That is up from its earlier forecast of 310 billion yen €1.68 billion . …
… Revenue growth was fairly broad. …
… The $2 billion forecast doubles what Arm guided about a month ago when it launched the chip. …
… Broker Meritz Securities forecasts SK Hynix will make 250tn won €146.8bn in operating profit this year. …
… AMD has sharply lifted its CPU market forecast. …
… AMD said it now expects compound growth of 35 per cent from CPU sales during the next few years, roughly twice its forecast from six months ago. …